Gustavo Bertolini

I have a diverse educational and professional background that showcases my expertise in finance management, investment analysis, and strategic planning. I completed my Post-Graduation Certificate in Finance Management from INSPER and obtained a Bachelor's degree in Industrial Engineering from Universidade de Sao Paulo (USP).

Throughout my career, I have gained valuable experience and taken on increasing responsibilities in the field of finance and investments. As an Investment Associate at 39A Ventures, I successfully managed a strategic transformation and capital structure adjustment for a bank, resulting in significant revenue growth and increased net profit. I actively participated in roadshows, fundraised BRL 60 million for a fintech company, and evaluated prospective investment opportunities, considering factors such as valuation, market, competitors, and execution. I also led the due diligence and deal closing processes and played a key role in industry analysis and thesis definition. In addition, I had the opportunity to coordinate a team of analysts and interns, contributing to their professional development.

During my time as an Investment Associate at Kortex Ventures, I led the first four investments made by a BRL 240 million Venture Capital Fund focused on the health sector. I was responsible for reviewing and evaluating investment opportunities, managing the due diligence process, and coordinating the preparation of investment memorandum and presentations for the Investment Committee. I also played a vital role in industry analysis, thesis definition, managing purchase agreements, and monitoring portfolio companies. Additionally, I had the opportunity to supervise and guide analysts and interns, fostering their growth within the organization.

At Naia Capital, I served as a Senior Investment Analyst, leading the execution of several M&A deals totaling BRL 420 million. I was responsible for preparing marketing and valuation materials, coordinating due diligence efforts, and organizing roadshows with potential buyers. I also had the privilege of mentoring junior analysts and interns, supporting their development and growth.

Prior to that, as an Investment Analyst at Naia Capital and a Strategic Planning Analyst at Ontex Group, I developed strong financial analysis, forecasting, and project valuation skills. My responsibilities included preparing marketing materials, conducting economic and financial analysis, and monitoring portfolio companies.

With my solid educational background and extensive experience in finance, investment analysis, and strategic planning, I am confident in my abilities to evaluate investment opportunities, lead teams, and drive successful financial outcomes. I look forward to continuing my career growth and contributing to the financial industry.

39A Ventures, São Paulo, SP, Brazil

August 2022 – Present                 Investment Associate

• Managed a strategic transformation and capital structure adjustment on a bank, generating a more than 2,2x in revenue (~300 Mn+) and 2,9x in net profit
• Participate in the roadshow and the FIDC fundraising of BRL 60 Mn for a fintech company owned by 39A
• Review and evaluate prospective investment opportunities (valuation, market, competitors, execution,..)
• Manage the due diligence and deal closing process
• Industry analysis and thesis definition
• Coordination of analysts and interns

Kortex Ventures, São Paulo, SP, Brazil

January 2021 – August 2022       Investment Associate

• Venture Capital Fund of BRL 240 Mn from Grupo Fleury, Bradesco Seguros and Sabin focused on the health (Led the first 4 investments made by the fund ~ BRL 30 Mn)
• Review and evaluate prospective investment opportunities (valuation, market, competitors, execution,..)
• Manage the due diligence and deal closing process
• Coordination of the Investment Memorandum and Investment Committee presentations
• Industry analysis and thesis definition
• Manage purchase agreement and related documents
• Monitoring portfolio companies
• Coordination of analysts and interns

Naia Capital, São Paulo, SP, Brazil

March 2020 – December 2020      Senior Investment Analyst

• Leading and supporting M&A deals execution (Led more than 5 M&As ~ BRL 420 Mn)
• Preparation of marketing and valuation materials
• Building data room and coordinating due diligence
• Organization of roadshow with potential buyers
• Coordination of junior analysts and interns

March 2018 – February 2020         Investment Analyst

• Preparation of marketing materials (IM, teaser, management presentation, executive summary)
• Preparation of valuation models
• Mapping and approaching potential buyers and targets
• Economic and financial analysis for clients’ new businesses.
• Valuation of new business opportunities.
• Responsible for monitoring portfolio companies and prospecting targets.

Ontex Group (EBR:Ontex), São Paulo, SP, Brazil

April 2017 – February 2018           Strategic Planning Analyst

• Monthly demand forecasts.
• Sales performance and key responsible for the sales and operational (S&OP) process.
• Project valuation analysis: financial analysis and incremental volume forecast for new products.
• Long-term demand planning for all products.

Unilever, São Paulo, SP, Brazil

February 2016 – December 2016    Innovation Planning Intern – Latin America

• Supported 3 innovation projects in a total of $ 5M in incremental turnover for 4 countries of Latin America
• Coordinated Supply Chain (SC) functions and their processes in the projects.

Key responsible for the communication flow across SC and finished goods balance.

INSPER – Sao Paulo, SP, Brazil

January 2019 – October 2020           Post-Graduation – Certificate in Finance Management (GPA: 8.6 of 10.0)

University of Sao Paulo (USP) – Sao Carlos, SP, Brazil

February 2011 - December 2016      Bachelor in Industrial Engineering (GPA: 7.1 of 10.0)

Arizona State University – Tempe, AZ, USA   

August 2014 – May 2015                Exchange Student in Industrial Engineering and Economics